All Episodes
Dentists, Puns, and Money — 115 episodes
What to Lookout for when Tax Harvesting
How to Tax Harvest
What is Tax Loss and Tax Gain Harvesting?
Roth IRA Conversion Warnings
Timing Roth IRA Conversions
Potential Tax Benefits of Roth IRA Conversions for Dentists
Lower Retirement Taxes with RMD Planning
Tax Diversification for Dentists in Retirement
Decoding The New SALT Deduction Under OBBBA
Understanding the $6,000 Tax Deduction in the OBBBA
OBBBA: Above or Below the Line on Taxes?
Revising With An Amalgam
How Much Do You Care About Money?
Update on My Roth IRA Conversion – Analysis After Tax Filing
Thoughts on Recent Market Volatility for Retiring Dentists
Don't Get Out of Shape
What's Changed in 100 Episodes?
What's On Your Billboard?
Expect the Unexpected After Clinical
Don't Forget Your Buns at Tax Time
Technology for Baby Boomers in Retirement
My Roth IRA Conversion - What I Learned
Financial Planning Updates Inspired by South Park
Four Money Considerations for 2024 Year-End
3 Money Lessons From a Near-Death Experience
Reflections on Life After a Near-Death Experience
Another Stroke - But Bigger
Stroke Surprise at Age 45
Return From Health Hiatus - Podcast Update From Shawn
Practicing as an Associate in "Retirement," with Dr. Jeff Priluck
The Legal Side of Selling your Dental Practice, with Robert Montgomery III
13 Things to Know about HSA's
Ideal Timing for Dental Practice Valuations, with Tom Hemmen
Tax-Saving Strategies with Required Minimum Distributions
FAQ'S About RMD's
What is Direct Indexing?
Finding Total Dental Freedom when Exiting Clinical, with Dr. Brady Frank
The Value of Mentorship in a Practice Transition, with Dr. Tom Reed
How Real Estate Affects your Practice Sale, with Colin Carr
Three Big Financial Pieces for Exiting Clinical, with Ken Kaufman
Phasing Out of Clinical Dentistry, with Dr. Alan Stern
Financial Planning for Dentists, with Dr. Grace Yum
Yoga is "Old School" Personal Development for Dentists, with Dr. Shivani Kamodia Barto
Financial Secrets to Grow Dental Organizations, with Ken Kaufman
The Healthy Dentist is a Wealthy Dentist, with Drs. Karen Tindall & Laura Schwindt
Frequently Asked Questions About Required Minimum Distributions
Why your Practice Exit Strategy Should Include a Marketing Plan, with Grace Rizza
13 Things You Might Not Know About Health Savings Accounts
Selling a Practice and Working as an Associate in "Retirement," with Dr. Jeff Priluck
Direct Indexing as an Investment Strategy
Legal Considerations of Selling your Dental Practice, with Robert Montgomery III
Tax Deductions Still Available for 2022
Yoga for Dentists, with Dr. Josie Dovidio
Top Ten Take-Aways from Secure Act 2.0
The Stress-Free Dentist, with Dr. Eric Block
How to Deal with Dental Burnout, with Dr. Laura Brenner
What are the Four Tax Buckets?
Reaching $1 Million in Annual Take-Home Pay, with Dr. Scott Leune
Six Reasons Dentists Should Consider Roth Conversions
How to Get Employee Retention Credit (ERC) for your Dental Practice, with Catherine Tindall
How to Get Publicity for your Dental Practice, with Larissa Banting
How to Start, Acquire, and Grow a Practice, with Michael Dinsio
Mommy Dentists in Business, with Dr. Grace Yum
Top Ten Estate Planning Takeaways, with Shawn Terrell
How to Deal with Dental Insurance, with Dr. Travis Campbell
Using Virtual Assistants in your Dental Practice, with Dr. Steven Kupferman of MedVA
Injecting Fun into the Dental Continuing Education Industry, with Elijah Desmond
The Good, Bad, and Ugly about Online Reviews, with Dr. Len Tau
Increasing New Patient Flow by Improving Digital Marketing, with Chris Pistorius of Kickstart Dental Marketing
Working to Solve the Biggest Problem in Dentistry, with Dr. Paul Goodman
Developing a Kids' Toothpaste Brand and a Teledentistry Service, with Dr. Sean Whalen
Lessons Learned from Buying a "Fixer-Upper" Practice, with Dr. Ginger Bratzel
Understanding Associate Placement Services with Dan Blair of Menlo Dental Consulting
Assessing Pros and Cons of Dental Support Organizations with Emmet Scott, Co-Founder of Community Dental Partners
Building a Cold Start While Investing in Yourself with Dr. Casey Goetz, Cuivre Creek Pediatric Dentistry
Welcome to Dentists, Puns, and Money!
Ryan Siler - Benco Dental
Building a Dental Practice Website, with Kayvan Mott of DocSites
How to Buy a Dental Practice, with Brian Hanks
Dr. Jarod Johnson - Arctic Dental
David Haynes - Menlo Dental Transitions - Part 2
David Haynes - Menlo Dental Transitions - Part 1
Dr. Chong Shao - Jones County Family Dentistry
What is Financial Planning?
Dr. Chad Waltz - Advanced Endodontics of Tampa Bay
Morgan Hamon - HDA Accounting Group
Replacing Active Practice Income
Making Practice Optional - The Four Components
Dr. Brandon Patten - Ames Family Dental
Steve Anderson - DentalEase
Independent Financial Advisor for Dentists
Chad Solberg - Bankers Trust
Dr. Aaron Jones - Part 2 - Jones Family Dental
Dr. Aaron Jones - Jones Family Dental
Matt Howard - Blue and Company
Dr. Omid Termechi - Dental Implant Surgical Seminar
Dr. Beau Beecher - Kimball & Beecher Family Dentistry
Kara Sinnard & Nick Cooper - Whitfield & Eddy
Tom Terronez - Medix Dental IT
Dr. Trevor Kuiper - Sioux Center Dental
Heath Bullock - SVN Create
What's your Financial Philosophy?
Steve Kampschnieder - DDS Match
Bryan Chambers - Provide (formerly Lendeavor)
Thoughts on Financial Goals - Part 2
Thoughts on Financial Goals - Part 1
Todd Slycord - Patterson Dental
Joe Butler - Downing Construction
Courtney DeRonde - TDT CPA's and Advisors
Dr. Andy Stevenson - Grand Dental
Dr. Ryan Warren - QstN, LLC
Dr. David Summers - Tveten Dental Care
Dr. Diana Pelzer - The Nest Pediatric Dentistry
Dr. Chad Johnson - Veranda Dentistry
Trailer - The Practice Growth Podcast